Archive inventory transactions
Some or all of the functionality noted in this topic is available as part of a preview release. The content and the functionality are subject to change. For more information about preview releases, see One version service updates FAQ.
Over time, the inventory transactions table (
InventTrans) will continue to grow and consume more database space. Therefore, queries that are made against the table will gradually become slower. This topic describes how you can use the Inventory transactions archive feature to archive data about inventory transactions to help improve system performance.
Only financially updated inventory transactions can be archived in a selected closed ledger period. To be archived, financially updated outbound inventory transactions must have an issue status of Sold, and inbound inventory transactions must have a receipt status of Purchased.
When you archive inventory transactions, all related transactions are moved to the
InventTransArchive table. Inventory issue transactions and inventory receipt transactions are archived separately, based on the combination of the item ID (
itemId) and inventory dimension ID (
inventDimId), and they are put into the summarized issue and summarized receipt transactions.
inventDimId combination contains only one receipt or issue transaction, the transaction won't be archived.
Turn on the feature in your system
If your system doesn't already include the features that is described in this topic, go to Feature management, and turn on the Inventory transactions archive feature. Note that this feature cannot be disabled once it has been enabled.
Things to consider before you archive inventory transactions
Before you archive inventory transactions, you should consider the following business scenarios, because they will be affected by the operation:
- When you audit inventory transactions from related documents, such as purchase order lines, they will be shown as archived. To review the archived transactions, you must go to Inventory management > Periodic tasks > Clean up > Inventory transactions archive.
- Inventory closing can't be canceled for archived periods. Before you can cancel an inventory closing, you must reverse the inventory transaction archive for the relevant period.
- Standard cost conversion can't be done for archived periods. Before you can do standard cost conversion, you must reverse the inventory transaction archive for the relevant period.
- Inventory reports that are sourced from inventory transactions will be affected when you archive inventory transactions. These reports include the inventory aging report and inventory value reports.
- Inventory forecasts might be affected if they are run during the time horizon of archived periods.
Inventory transactions can be archived only during periods where the following conditions are met:
- The ledger period must be closed.
- Inventory closing must be run on or after the to-period date of the archive.
- The period must be at least one year before the from-period date of the archive.
- There must not be any existing inventory recalculations.
Archive inventory transactions
To archive inventory transactions, follow these steps.
Go to Inventory management > Periodic tasks > Clean up > Inventory transaction archive.
The Inventory transactions archive page appears and shows a list of archived process records.
On the Action Pane, select Inventory transactions archive to create an inventory transaction archive.
In the Inventory transactions archive dialog box, on the Parameters FastTab, set the following fields:
- From date in closed ledger period – Select the earliest transaction date to include in the archive.
- To date in closed ledger period – Select the latest transaction date to include in the archive.
Only periods that meet the prerequisites will be available for selection.
On the Run in the background FastTab, set up batch processing details as you require. Follow the usual steps for batch jobs in Microsoft Dynamics 365 Supply Chain Management.
You receive a message that prompts you to confirm that you want to continue. Read the message carefully, and then select Yes if you want to continue.
You receive a message that states that your inventory transactions archive job has been added to the batch queue. The job will now start to archive inventory transactions from the selected period.
View archived inventory transactions
The Inventory transactions archive page shows your full archiving history. Each row in the grid shows information such as the date when the archive was created, the user who created it, and its status.
In the drop-down list at the top of the page select one of the following values to filter the archives that are shown in the grid:
- Active – Show only active archives, not reversed archives.
- All – Show all archives, both active and reversed.
For each archive in the grid, the following information is provided:
- Active – A check mark indicates that the archive is active.
- From date – The date of the oldest transaction that can be included in the archive.
- To date – The date of the latest transaction that can be included in the archive.
- Scheduled by – The user account that created the archive.
- Executed – The date when the archive was created.
- Reverse – A check mark indicates that the archive has been reversed.
- Stop current update – A check mark indicates that the archive is in progress, but it has been paused.
- State – The processing status of the archive. The possible values are Waiting, In progress, and Finished.
The toolbar above the grid provides the following buttons that you can use to work with a selected archive:
Archived transactions – View the full details of the selected archive. The Archived transactions page that appears shows all the transactions in the archive.
To view more information about a specific transaction on the Archived transactions page, select it in the grid, and then, on the Action Pane, select Archived transaction details. The Archived transaction details page that appears shows information such as the ledger posting, related subledger references, and financial dimensions.
Pause archiving – Pause a selected archive that is currently being processed. The pause takes effect only after the archiving task has been generated. Therefore, there might be a short delay before the pause takes effect. If an archive has been paused, a check mark appears in its Stop current update field.
Resume archiving – Resume processing for a selected archive that is currently paused.
Reverse – Reverse the selected archive. You can reverse an archive only if its State field is set to Finished. If an archive has been reversed, a check mark appears in its Reverse field.